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2024

Five Types of Digital Tools For Optimising UHNWIs’ Lives

In the digital age, technological platforms cater to virtually every segment of society, and ultra-high-net-worth individuals (UHNWIs) are no exception. This article outlines five categories of such tools that UHNWIs rely on to optimise their personal and financial lives.
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Managing Reputational Risk for UHNWIs: Three Key Priorities in the Digital Age

A tarnished reputation is detrimental to anyone, regardless of their net worth. However, the financial losses can be significantly greater for those with substantial wealth. Here, we outline three essential priorities that UHNWIs should focus on to manage and mitigate reputational risks effectively in the digital age.
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Protected: Spotify – How Can A Family Office Benefit From Open Banking?

To successfully help high-net-worth individuals (HNWIs) preserve and grow their wealth, a family office (FO) requires more than expert asset management and financial planning skills. It also needs comprehensive visibility into all the family’s assets—both those the FO manages and those it does not. Open banking is here to help. This article explains how.
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Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG has launched a significant mobile app upgrade, providing secure, intuitive access to complex portfolios for wealthy individuals and family offices The app features intuitive dashboards, enhanced data navigation, watchlists, collaboration tools like chat and task manager, and alerts for exceptional portfolio and transaction monitoring while on-the-go The Altoo Wealth Platform, consistently recognized by […]

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Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has today announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client financial goals whenever and wherever needed.
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Three New ALTOO Case Studies Showcase Exceptional Client Service

In today's wealth management landscape, engaging client interactions are seen as essential.
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How Can A Family Office Benefit From Open Banking?

To successfully help high-net-worth individuals (HNWIs) preserve and grow their wealth, a family office (FO) requires more than expert asset management and financial planning skills. It also needs comprehensive visibility into all the family’s assets—both those the FO manages and those it does not. Open banking is here to help. This article explains how.
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OpenWealth Association: All Under One Roof

To boost the efficiency of the Swiss wealth management business and to strengthen Switzerland as a financial and innovation center are two main goals of the OpenWealth Association. The community of banks, wealth, and wealth managers was established in 2021 in Zurich to develop, define, maintain, and operationalize the Open API standard for the wealth management community.
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Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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